Index & Sector ETF Signals - 12/09/16 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Breakout to highs
 SPY  Bullish Med Breakout to highs 
 QQQ Bullish Low Finally catching up to the broader market
 IWM Bullish Low Strong breakout to highs; bullish for equities overall
 DBA Bearish Med Double bottom failure
 GLD Bearish Med Deeply oversold but technically weak; consider small long adds
 VGK Bullish Low Bounced from 40-45 support; crossed 50-day average
 UUP Bullish Low Clear uptrend but overbought
 TLT Bearish Hi Remains near major weekly support; oversold
EEM Bearish Med  Sharp selloff; bounce may be weakening

 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Low  Attractive entry point following setback
XLU Neutral Hi

Oversold; at major support

XLI  Bullish Low Bullish breakout
XLB Bullish Low Bullish breakout 
XLV  Bullish Low Still an attractive entry point 
XLE Bullish Low Overbought
XLP  Neutral Hi Oversold; at major support;  look for recovery 
XLY Bullish Med Bounced as expected; now overbought
XLF  Bullish Med Overbought 

 

 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's trading in an uptrend, not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 12/02/16

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 12/02/2016   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials      ♦     
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1018 Hits

Index & Sector ETF Signals - 12/02/16 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Strong breakout to highs
 SPY  Bullish Med Breakout to highs 
 QQQ Bullish Low Flat trading range; oversold, long opportunity
 IWM Bullish Low Strong breakout to highs; bullish for equities overall
 DBA Bearish Med Double bottom failure
 GLD Bearish Med Deeply oversold but technically weak; consider small long adds
 VGK Neutral Hi Meandering near 44-45 support; looking for shift to upside
 UUP Bullish Low Clear uptrend but overbought
 TLT Bearish Hi Near major weekly support; positive divergence forming; contrarian buy?
EEM Bearish Med  Sharp selloff; avoid for now; nearing oversold

 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Low  Attractive entry point following setback
XLU Neutral Hi Oversold; look for recovery
XLI  Bullish Low Bullish breakout
XLB Bullish Low Bullish breakout 
XLV  Bullish Low Still an attractive entry point 
XLE Bullish Low Firm uptrend
XLP  Neutral Hi Oversold; look for recovery 
XLY Bullish Low Modest pullback; attractive entry 
XLF  Bullish Med Overbought 

 

 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's trading in an uptrend, not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 12/02/16

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 12/02/2016   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials      ♦     
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
996 Hits

Index & Sector ETF Signals - 11/25/16 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Strong breakout to highs
 SPY  Bullish Med Breakout to highs 
 QQQ Bullish Low Flat trading range; attempting to breakout
 IWM Bullish Low Strong breakout to highs; bullish for equities overall
 DBA Neutral Low Long base forming; potential double bottom bears watching
 GLD Bearish Med Nearing oversold levels but technically weak
 VGK Neutral Med Meandering near 44-45 support 
 UUP Bullish Low Clear uptrend but overbought
 TLT Bearish Hi Near major weekly support; positive divergence forming
EEM Bearish Low  Sharp selloff; avoid for now; nearing oversold

 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Low  Attractive entry point
XLU Neutral Hi Oversold; look for recovery
XLI  Bullish Med New high
XLB Bullish Low Bullish breakout 
XLV  Bullish Low Attractive entry point 
XLE Bullish Low Attractive entry point 
XLP  Neutral Hi Oversold; look for recovery 
XLY Bullish Low  
XLF  Bullish Med Overbought 

 

 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's with a new buy signal and trading in an uptrend. Not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 11/7/16

ETF Technical Leaders

The following table of stock symbols represents ETF's that are either in bullish or bearish trends and represent technically attractive reward-to-risk entry points. Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Click on the stock symbol for the chart.  

ETF Technical Leaders 

Prime Technical Leaders represent companies with impressive fundamental financial criteria and a technically-attractive entry point.  Leaders are added as opportunities arise from our nightly screening.  Please note that this list is time-sensitive due to market volatility.

None at this time

Symbol Rationale Date Close Date Added
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day) 11/11/16  70.49 11/11/16 
          

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 11/18/2016   

Instrument 

Underweight

Neutral

Overweight

Equities          
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials      ♦     
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
983 Hits

Index & Sector ETF Signals - 11/11/16 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Low Strong breakout to highs
 SPY  Bullish Low  
 QQQ Bullish Low Flat trading range; look for breakout
 IWM Bullish Low Strong breakout to highs
 DBA Bearish Low  
 GLD Bearish Med Nearing oversold levels
 VGK Neutral Med  
 UUP Bullish Low  
 TLT Bearish Hi Near major weekly support
EEM Bearish Low  Sharp selloff; avoid for now

 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Low  Attractive entry point
XLU Neutral Hi Oversold 
XLI  Bullish Low  
XLB Bearish Low  
XLV  Bullish Low Attractive entry point 
XLE Bullish Low Attractive entry point 
XLP  Neutral Hi Oversold 
XLY Bullish Low  
XLF  Bullish Low Sharp jump; overbought 

 

 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's with a new buy signal and trading in an uptrend. Not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 11/7/16

ETF Technical Leaders

The following table of stock symbols represents ETF's that are either in bullish or bearish trends and represent technically attractive reward-to-risk entry points. Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Click on the stock symbol for the chart.  

ETF Technical Leaders 

Prime Technical Leaders represent companies with impressive fundamental financial criteria and a technically-attractive entry point.  Leaders are added as opportunities arise from our nightly screening.  Please note that this list is time-sensitive due to market volatility.

None at this time

Symbol Rationale Entry Date Added
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 
        

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 11/5/2016   

Instrument 

Underweight

Neutral

Overweight

Equities          
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps           

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials      ♦     
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1033 Hits

Index & Sector ETF Signals - 11/18/16 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Low Strong breakout to highs
 SPY  Bullish Low  
 QQQ Bullish Low Flat trading range; look for breakout
 IWM Bullish Low Strong breakout to highs; bullish for equities overall
 DBA Neutral Low Long base forming; potential double bottom bears watching
 GLD Bearish Med Nearing oversold levels
 VGK Neutral Med  
 UUP Bullish Low Major breakout 
 TLT Bearish Hi Near major weekly support
EEM Bearish Low  Sharp selloff; avoid for now; nearing oversold

 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Low  Attractive entry point
XLU Neutral Hi Oversold 
XLI  Bullish Low  
XLB Bullish Low Potential bullish breakout 
XLV  Bullish Low Attractive entry point 
XLE Bullish Low Attractive entry point 
XLP  Neutral Hi Oversold 
XLY Bullish Low  
XLF  Bullish Med Overbought 

 

 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's with a new buy signal and trading in an uptrend. Not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 11/7/16

ETF Technical Leaders

The following table of stock symbols represents ETF's that are either in bullish or bearish trends and represent technically attractive reward-to-risk entry points. Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Click on the stock symbol for the chart.  

ETF Technical Leaders 

Prime Technical Leaders represent companies with impressive fundamental financial criteria and a technically-attractive entry point.  Leaders are added as opportunities arise from our nightly screening.  Please note that this list is time-sensitive due to market volatility.

None at this time

Symbol Rationale Entry Date Added
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 
        

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 11/18/2016   

Instrument 

Underweight

Neutral

Overweight

Equities          
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps           

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials      ♦     
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
991 Hits

Index & Sector ETF Signals - 11/4/16 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

 DIA BULLISH  11/7/16 HI
 SPY  BULLISH 6/29/16 HI
 QQQ BULLISH 7/8/16 MED
 IWM  BULLISH  3/1/16 MED
 DBA BEARISH 7/8/16 MED
 GLD BEARISH 9/20/16 LOW
 VGK BEARISH 9/23/16 LOW
 UUP BULLISH 9/16/16 LOW
 TLT BULLISH  9/23/16 HI
EEM BULLISH 5/6/16 MED

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

XLK BULLISH 6/29/16 LOW
XLU BULLISH 9/23/16  HI
XLI  BEARISH 11/4/16 LOW
XLB BEARISH 9/12/16 LOW
XLV  BEARISH 11/4/16 LOW
XLE  BULLISH 3/2/16 MED
XLP  BULLISH 9/30/16 HI
XLY BEARISH 11/4/16 LOW
XLF  BULLISH 7/13/16 LOW

 

 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's with a new buy signal and trading in an uptrend. Not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 11/7/16

ETF Technical Leaders

The following table of stock symbols represents ETF's that are either in bullish or bearish trends and represent technically attractive reward-to-risk entry points. Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Click on the stock symbol for the chart.  

ETF Technical Leaders 

Prime Technical Leaders represent companies with impressive fundamental financial criteria and a technically-attractive entry point.  Leaders are added as opportunities arise from our nightly screening.  Please note that this list is time-sensitive due to market volatility.

None at this time

Symbol Symbol & Chart Rationale Sector Ranking Entry Initial Target Stop Date Added
             
               
                

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 11/5/2016   

Instrument 

Underweight

Neutral

Overweight

Equities      ♦     
Fixed Income                 
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps        

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials      ♦     
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1026 Hits

Index & Sector ETF Signals - 10/28 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

 DIA BULLISH  9/30/16 MED
 SPY  BULLISH 6/29/16 MED
 QQQ BULLISH 7/8/16 LOW
 IWM  BULLISH  3/1/16 MED
 DBA BEARISH 7/8/16 LOW
 GLD BEARISH 9/20/16 LOW
 VGK BEARISH 9/23/16 LOW
 UUP BULLISH 9/16/16 LOW
 TLT BULLISH  9/23/16 HI
EEM BULLISH 5/6/16 LOW

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

XLK BULLISH 6/29/16 LOW
XLU BULLISH 9/23/16  HI
XLI  BULLISH 9/30/16 MED
XLB BEARISH 9/12/16 LOW
XLV  BULLISH 9/25/16 HI
XLE  BULLISH 3/2/16 LOW
XLP  BULLISH 9/30/16 HI
XLY BULLISH 9/30/16 HI
XLF  BULLISH 7/13/16 LOW

 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 11/4/2016   

Instrument 

Underweight

Neutral

Overweight

Equities      ♦     
Fixed Income                 
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps        

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials      ♦     
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
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978 Hits

Index & Sector ETF Signals - 10/21 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

 DIA BULLISH  9/30/16 MED
 SPY  BULLISH 6/29/16 MED
 QQQ BULLISH 7/8/16 LOW
 IWM  BULLISH  3/1/16 MED
 DBA BEARISH 7/8/16 LOW
 GLD BEARISH 9/20/16 LOW
 VGK BEARISH 9/23/16 LOW
 UUP BULLISH 9/16/16 LOW
 TLT BULLISH  9/23/16 HI
EEM BULLISH 5/6/16 LOW

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

XLK BULLISH 6/29/16 LOW
XLU BULLISH 9/23/16  HI
XLI  BULLISH 9/30/16 MED
XLB BEARISH 9/12/16 LOW
XLV  BULLISH 9/25/16 HI
XLE  BULLISH 3/2/16 LOW
XLP  BULLISH 9/30/16 HI
XLY BULLISH 9/30/16 HI
XLF  BULLISH 7/13/16 LOW
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958 Hits

Index & Sector ETF Signals - 10/14 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

 DIA BULLISH  9/30/16 MED
 SPY  BULLISH 6/29/16 MED
 QQQ BULLISH 7/8/16 LOW
 IWM  BULLISH  3/1/16 MED
 DBA BEARISH 7/8/16 LOW
 GLD BEARISH 9/20/16 LOW
 VGK BEARISH 9/23/16 LOW
 UUP BULLISH 9/16/16 LOW
 TLT BULLISH  9/23/16 MED
EEM BULLISH 5/6/16 LOW

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

XLK BULLISH 6/29/16 LOW
XLU BULLISH 9/23/16  HI
XLI  BULLISH 9/30/16 MED
XLB BEARISH 9/12/16 LOW
XLV  BULLISH 9/25/16 HI
XLE  BULLISH 3/2/16 LOW
XLP  BULLISH 9/30/16 HI
XLY BULLISH 9/30/16 HI
XLF  BULLISH 7/13/16 MED
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952 Hits

Index & Sector ETF Signals - 10/7 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA BULLISH  9/30/16 MED  
 SPY  BULLISH 6/29/16 LOW  
 QQQ BULLISH 7/8/16 LOW  
 IWM  BULLISH  3/1/16 LOW  
 DBA BEARISH 7/8/16 LOW  
 GLD BULLISH 9/20/16 MED  
 VGK BEARISH 9/23/16 MED  
 UUP BULLISH 9/16/16 LOW  
 TLT BULLISH  9/23/16 MED  
EEM BULLISH 5/6/16 LOW  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 LOW  
XLU BULLISH 9/23/16  HI  
XLI  BULLISH 9/30/16 MED  
XLB BULLISH 9/12/16 HI  
XLV  BULLISH 9/25/16 MED  
XLE  BULLISH 3/2/16 LOW  
XLP  BULLISH 9/30/16 HI  
XLY BULLISH 9/30/16 HI  
XLF  BULLISH 7/13/16 LOW  
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938 Hits

Index & Sector ETF Signals - 10/3 Thru 10/7 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA BULLISH  9/30/16 MED  
 SPY  BULLISH 6/29/16 LOW  
 QQQ BULLISH 7/8/16 LOW  
 IWM  BULLISH  3/1/16 LOW  
 DBA BEARISH 7/8/16 LOW  
 GLD BULLISH 9/20/16 MED  
 VGK BEARISH 9/23/16 MED  
 UUP BULLISH 9/16/16 LOW  
 TLT BULLISH  9/23/16 MED  
EEM BULLISH 5/6/16 LOW  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 MED  
XLU BULLISH 9/23/16  MED  
XLI  BULLISH 9/30/16 MED  
XLB BULLISH 9/12/16 MED  
XLV  BULLISH 9/25/16 MED  
XLE  BULLISH 3/2/16 LOW  
XLP  BULLISH 9/30/16 MED  
XLY BULLISH 9/30/16 MED  
XLF  BULLISH 7/13/16 MED  
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947 Hits

Index & Sector ETF Signals - 9/26 Thru 9/30 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA BEARISH  8/25/16 MED  
 SPY  BULLISH 6/29/16 LOW  
 QQQ BULLISH 7/8/16 LOW  
 IWM  BULLISH  3/1/16 LOW  
 DBA BEARISH 7/8/16 LOW  
 GLD BULLISH 9/20/16 LOW  
 VGK BULLISH 7/8/16 HI  
 UUP BULLISH 9/16/16 LOW  
 TLT BEARISH  9/9/16 MED  
EEM BULLISH 5/6/16 LOW  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 MED  
XLU BULLISH 9/23/16  LOW  
XLI   BEARISH 9/12/16 LOW  
XLB BEARISH 9/12/16 LOW  
XLV  BEARISH 8/25/16 MED  
XLE  BULLISH 3/2/16 HI  
XLP  BEARISH 8/26/16 MED  
XLY BEARISH 9/9/16 MED  
XLF  BULLISH 7/13/16 MED  
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936 Hits

Index & Sector ETF Signals - 9/19 Thru 9/23 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA BEARISH  8/25/16 LOW  
 SPY  BULLISH 6/29/16 HIGH  
 QQQ BULLISH 7/8/16 LOW  
 IWM  BULLISH  3/1/16 MED  
 DBA BEARISH 7/8/16 LOW  
 GLD BEARISH 9/9/16 LOW  
 VGK BULLISH 7/8/16 HI  
 UUP BULLISH 9/16/16 LOW  
 TLT BEARISH  9/9/16 LOW  
EEM BULLISH 5/6/16 HI  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 LOW  
XLU BEARISH 8/16/16  LOW  
XLI   BEARISH 9/12/16 HI  
XLB BEARISH 9/12/16 LOW  
XLV  BEARISH 8/25/16 LOW  
XLE  BULLISH 3/2/16 HI  
XLP  BEARISH 8/26/16 LOW  
XLY BEARISH 9/9/16 LOW  
XLF  BULLISH 7/13/16 MED  
Continue reading
924 Hits

Index & Sector ETF Signals - 9/12 Thru 9/16 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA BEARISH  8/25/16 LOW  
 SPY  BULLISH 6/29/16 HIGH  
 QQQ BULLISH 7/8/16 MED  
 IWM  BULLISH  3/1/16 LOW  
 DBA BEARISH 7/8/16 LOW  
 GLD BULLISH 9/8/16 LOW  
 VGK BULLISH 7/8/16 LOW  
 UUP BEARISH 9/8/16 LOW  
 TLT BEARISH  9/9/16 LOW  
EEM BULLISH 5/6/16 MED  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 MED  
XLU BEARISH 8/16/16  LOW  
XLI   BULLISH 2/18/16 HI  
XLB  BULLISH 2/25/16 HI  
XLV  BEARISH 8/25/16 LOW  
XLE  BULLISH 3/2/16 MED  
XLP  BEARISH 8/26/16 LOW  
XLY BEARISH 9/9/16 LOW  
XLF  BULLISH 7/13/16 MED  
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929 Hits

Index & Sector ETF Signals - 9/6 Thru 9/9 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA BEARISH  8/25/16 LOW  
 SPY  BULLISH 6/29/16 HIGH  
 QQQ BULLISH 7/8/16 MED  
 IWM  BULLISH  3/1/16 LOW  
 DBA BEARISH 7/8/16 LOW  
 GLD BEARISH 8/25/16 LOW  
 VGK BULLISH 7/8/16 MED  
 UUP BULLISH 8/31/16 LOW  
 TLT  BULLISH  1/5/16 MED  
EEM BEARISH 5/6/16 LOW  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 LOW  
XLU BEARISH 8/16/16  LOW  
XLI   BULLISH 2/18/16 HI  
XLB  BULLISH 2/25/16 MED  
XLV  BEARISH 8/25/16 LOW  
XLE  BULLISH 3/2/16 MED  
XLP  BEARISH 8/26/16 LOW  
XLY BULLISH 6/29/16 MED  
XLF  BULLISH 7/13/16 LOW  
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969 Hits

Index & Sector ETF Signals - 8/29 Thru 9/2 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA BEARISH  8/25/16 LOW  
 SPY  BULLISH 6/29/16 HIGH  
 QQQ BULLISH 7/8/16 MED  
 IWM  BULLISH  3/1/16 MED FROM LOW; 9/1 
 DBA BEARISH 7/8/16 LOW  
 GLD BEARISH 8/25/16 LOW  
 VGK BULLISH 7/8/16 MED  
 UUP BULLISH 8/31/16 LOW FROM BEARISH; 8/31 
 TLT  BULLISH  1/5/16 MED  
EEM BEARISH 5/6/16 LOW  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 MED  
XLU BEARISH 8/16/16  LOW  
XLI   BULLISH 2/18/16 HI FROM MED; 9/1 
XLB  BULLISH 2/25/16 MED  
XLV  BEARISH 8/25/16 LOW  
XLE  BULLISH 3/2/16 LOW  
XLP  BEARISH 8/26/16 LOW  
XLY BULLISH 6/29/16 MED  
XLF  BULLISH 7/13/16 LOW  
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976 Hits

Index & Sector ETF Signals - 8/22Thru 8/26 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA  BULLISH  3/1/16 MED  
 SPY  BULLISH 6/29/16 LOW  
 QQQ BULLISH 7/8/16 LOW  
 IWM  BULLISH  3/1/16 LOW  
 DBA BEARISH 7/8/16 MED  
 GLD BULLISH 6/8/16 LOW  
 VGK BULLISH 7/8/16 LOW  
 UUP BEARISH 8/17/16 LOW  
 TLT  BULLISH  1/5/16 LOW  
EEM BEARISH 5/6/16 LOW  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 MED  
XLU BEARISH 8/16/16  LOW  
XLI   BULLISH 2/18/16 LOW  
XLB  BULLISH 2/25/16 LOW  
XLV  BULLISH 6/29/16 HIGH  
XLE  BULLISH 3/2/16 LOW  
XLP   BULLISH 2/11/16 LOW  
XLY BULLISH 6/29/16 MED  
XLF  BULLISH 7/13/16 LOW  
Continue reading
872 Hits

Index & Sector ETF Signals - 8/15Thru 8/19 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA  BULLISH  3/1/16 MED  
 SPY  BULLISH 6/29/16 LOW  
 QQQ BULLISH 7/8/16 LOW  
 IWM  BULLISH  3/1/16 LOW  
 DBA BEARISH 7/8/16 MED  
 GLD BULLISH 6/8/16 LOW  
 VGK BULLISH 7/8/16 LOW  
 UUP BULLISH 6/29/16 MED  
 TLT  BULLISH  1/5/16 LOW  
EEM BEARISH 5/6/16 LOW  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 LOW  
XLU  BULLISH 12/16/16  HIGH  
XLI   BULLISH 2/18/16 LOW  
XLB  BULLISH 2/25/16 MED  
XLV  BULLISH 6/29/16 LOW  
XLE  BULLISH 3/2/16 MED  
XLP   BULLISH 2/11/16 LOW  
XLY BULLISH 6/29/16 LOW  
XLF  BULLISH 7/13/16 LOW  
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865 Hits

Index & Sector ETF Signals - 8/8 Thru 8/12 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA  BULLISH  3/1/16 MED  
 SPY  BULLISH 6/29/16 LOW  
 QQQ BULLISH 7/8/16 LOW  
 IWM  BULLISH  3/1/16 LOW  
 DBA BEARISH 7/8/16 MED  
 GLD BULLISH 6/8/16 LOW  
 VGK BULLISH 7/8/16 LOW  
 UUP BULLISH 6/29/16 HIGH  
 TLT  BULLISH  1/5/16 HIGH  
EEM BEARISH 5/6/16 LOW  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 LOW  
XLU  BULLISH 12/16/16  HIGH  
XLI   BULLISH 2/18/16 HIGH  
XLB  BULLISH 2/25/16 MED  
XLV  BULLISH 6/29/16 LOW  
XLE  BULLISH 3/2/16 MED  
XLP   BULLISH 2/11/16 HIGH  
XLY BULLISH 6/29/16 MED  
XLF  BULLISH 7/13/16 LOW  
Continue reading
906 Hits

Index & Sector ETF Signals - 8/1 Thru 8/5 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. The "Trend Risk" column characterizes the risk of a change in the trend. "Prior Signal" column is reset following each week's close.

Major Index ETF's 

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
 DIA  BULLISH  3/1/16 MED  
 SPY  BULLISH 6/29/16 MED FROM LOW; 8/2 
 QQQ BULLISH 7/8/16 LOW  
 IWM  BULLISH  3/1/16 LOW  
 DBA BEARISH 7/8/16 LOW  
 GLD BULLISH 6/8/16 LOW  
 VGK BULLISH 7/8/16 LOW  
 UUP BULLISH 6/29/16 HIGH FROM MED; 8/2 
 TLT  BULLISH  1/5/16 MED FROM LOW; 8/2 
EEM BEARISH 5/6/16 LOW  

 Sector SPDR ETF's

 Symbol  Trend  Date

Trend Change Risk

Prior Signal; New Signal Date
XLK BULLISH 6/29/16 LOW  
XLU  BULLISH 12/16/16  MED  
XLI   BULLISH 2/18/16 HIGH FROM MED; 8/2 
XLB  BULLISH 2/25/16 MED FROM LOW; 8/2 
XLV  BULLISH 6/29/16 LOW  
XLE  BULLISH 3/2/16 HIGH  
XLP   BULLISH 2/11/16 HIGH  
XLY BULLISH 6/29/16 MED FROM LOW; 8/2 
XLF  BULLISH 7/13/16 MED FROM LOW; 8/2 
Continue reading
892 Hits